Whitener Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,928
| Closed | -$21K | – | 407 |
|
|
2019
Q3 | $21K | Hold |
1,928
| – | – | 0.01% | 295 |
|
|
2019
Q2 | $22K | Hold |
1,928
| – | – | 0.01% | 284 |
|
|
2019
Q1 | $23K | Hold |
1,928
| – | – | 0.02% | 275 |
|
|
2018
Q4 | $23K | Hold |
1,928
| – | – | 0.02% | 247 |
|
|
2018
Q3 | $30K | Buy |
+1,928
| New | +$30K | 0.02% | 250 |
|
|
2018
Q2 | – | Sell |
-2,928
| Closed | -$51K | – | 377 |
|
|
2018
Q1 | $51K | Buy |
2,928
+1,928
| +193% | +$33.6K | 0.04% | 194 |
|
|
2017
Q4 | $18K | Buy |
+1,000
| New | +$18K | 0.02% | 269 |
|